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August 2021

(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Younger Professionals

August 10 @ 11:00 am - 12:00 pm Eastern

Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make to win the race when it comes to establishing a successful financial life now and for miles in the future. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to begin your career with a good understanding of…

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September 2021

(Virtual) What is the Son of SECURE Legislation and How Could It Impact Your Retirement?

September 2 @ 11:00 am - 12:00 pm Eastern

New legislation under consideration seeks to supplement the SECURE Act of 2019, which had the potential to impact retirement decision-making for millions of Americans when it was passed two years ago. With this new legislation on the horizon, CBM has scheduled a one-hour presentation to address some of the more meaningful changes within the new legislation, which is commonly known as "Son of SECURE". On Thursday, September 2, join CBM’s Wealth Management and Financial Planning Services Director Judy Barnhard and…

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(Virtual) Certified Nonprofit Accounting Professional (CNAP) Training

September 14 - September 15 Eastern

  The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed by NonprofitCPAs, a national alliance of CPA firms that serve nonprofit clients throughout the country, to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. CBM is the only Washington, DC-area firm eligible to lead the CNAP training, and runs programs in the spring and fall. The two-day training and exam-based certification program is intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with…

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(Virtual) The Financial Neutral Role – It’s Not Just About the Numbers (for the International Academy of Collaborative Professionals)

September 14 @ 8:00 am - 9:30 am Eastern

Financial neutrals are valuable team members for cases of varying complexity – not just wealthy clients. Debbie May, partner and a director of the firm's divorce litigation practice will join two other panelists at a Tuesday, September 14 webinar hosted by the International Academy of Collaborative Professionals (IACP) for a session entitled The Financial Neutral Role – It’s not Just About the Numbers. The experienced collaborative professionals will engage in an interactive conversation to discuss the role and use of…

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(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals

September 21 @ 11:00 am - 12:00 pm Eastern

Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session. Click here to register. Description: You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it’s never a bad time to re-evaluate those decisions to determine whether they will continue to serve your long-term financial goals. On Tuesday, September 21, Join CBM Partner, Financial Advisor and Portfolio Strategist Alex…

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October 2021

(Virtual) Top Ideas and Considerations: Long-Term Care Insurance and Your Retirement Plan

October 21 @ 12:00 pm - 1:00 pm Eastern

Click here to register.  The importance of developing a comprehensive financial plan cannot be understated in the current volatile environment. What are some of the most important considerations that would help you develop a cohesive retirement plan? One crucial decision to make when developing a comprehensive financial plan is how to manage long-term care planning costs for family members and other loved ones. Have you considered how your plan to manage long-term care expenses will be impacted by soaring care…

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November 2021

(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning

November 2 @ 11:00 am - 12:00 pm Eastern

Click here to register. Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on Tuesday, November 2, for a presentation to help late-career level professionals and other individuals for an in-depth presentation to help navigate the decisions about and preparations for retirement. Among the topics they plan to discuss are: Portfolio Protection Mechanisms Your Retirement Plan – How Financially Secure Is It?…

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Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 Virginia Collaborative Professionals Annual Conference)

November 15 @ 12:00 pm - 1:30 pm Eastern
Omni Hotel Charlottesville, Charlottesville, VA, 212 Ridge McIntire Rd
Charlottesville, VA 22903
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Shelter in place, working remotely, altered spending, uncertain income, self-quarantine, large increases (or large decreases) in assets … it’s no wonder many couples getting divorced or thinking of separating during the current pandemic feel overwhelmed, drained, and confused. CBM Partner and Director of the firm's Divorce Litigation Division Jane Ochsman Rowny, Divorce Financial and Litigation Support Manager Jamie Blum and Senior Manager Jordan Egert are scheduled to address this important topic at the 2021 Virginia Collaborative Professionals Annual Conference on…

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Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs’ Nonprofit Symposium)

November 17 @ 7:30 am - 8:00 am Eastern

CBM partners Judy Barnhard and Alex Seleznev are scheduled to lead a presentation on Maximizing Social Security Benefits and Avoiding Mistakes at the Greater Washington Society of CPAs' Nonprofit Symposium on Wednesday, November 17 from 7:30 am to 8:00 am. This session, focused on one of CBM's most popular financial planning topics in recent years, will help participating members of the symposium determine the best strategies for incorporating Social Security into their retirement plan to maximize benefits and offset a…

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Impact of the New Revenue Recognition Standards on Contributions, Grants and PPP Loan Forgiveness (for the Greater Washington Society of CPAs’ Nonprofit Symposium)

November 18 @ 10:30 am - 11:20 am Eastern

Julia Lafferty, partner and director of CBM's not-for-profit group, and Anthony Cuozzo, senior advisor, are scheduled to present on the "Impact of the New Revenue Recognition Standards on Contributions, Grants and Paycheck Protection Program Loan Forgiveness". Their session is scheduled virtually for the Greater Washington Society of CPAs' Nonprofit Symposium, on Thursday, November 18 from 10:30 am to 11:20 am. Their presentation will include a review of the new revenue recognition standard, the new contribution standard for not-for-profit organizations (including…

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